
When this happens...
New Outbound Template

Automatically do this!
Create a Story
Search Stories
Create a Category
Create a Label
Find or Create a Story
Create a Epic
List Categories
Get Categories
List Category Milestones
List Category Objectives
Get Entity Template
Get Epic Workflow
List Epics
Get Epic
List Iterations
List Labels
List Members
List Milestones
List Objectives
List Projects
List Workflows
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new outbound template is created in Yellow.ai.
Triggers when a new Category is Created.
Triggers when a new Story is Created.
Triggers when a new epic is created.
Triggers when a new label is created.
Action is the task that follows automatically within your Yellow.ai integrations.
Creates a new user in the Yellow.ai platform.
Get all active Outbound templates associated with a specified bot ID.
Creates a new story in Shortcut.
Search for Stories in Shortcut
Creates a new Category in Shortcut.
Creates a new Label

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Yellow.ai and Shortcut accounts to viaSocket. Once connected, you can set up a workflow where an event in Yellow.ai triggers actions in Shortcut (or vice versa).
Absolutely. You can customize how Yellow.ai data is recorded in Shortcut. This includes choosing which data fields go into which fields of Shortcut, setting up custom formats, and filtering out unwanted information.
The data sync between Yellow.ai and Shortcut typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Yellow.ai and Shortcut. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Yellow.ai is a leading AI-powered platform that specializes in automating customer interactions across various channels. It leverages advanced artificial intelligence to provide seamless and personalized customer experiences, enhancing engagement and satisfaction. The platform is designed to cater to businesses looking to optimize their customer support, marketing, and sales processes through intelligent automation.
Learn MoreShortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
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